· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACKSON & MCPHERSON, LLC — JACKSON & MCPHERSON, LLC PROFIT SHARING 401K PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014132256NAL0001452403001
JACKSON & MCPHERSON, LLC
Form 5500-SF
FILING_RECEIVED
JACKSON & MCPHERSON, LLC PROFIT SHARING 401K PLAN & TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JACKSON & MCPHERSON, LLC
.
Find decision makers
Plan sponsor
Name
JACKSON & MCPHERSON, LLC
EIN
72-1442023
Address
935 GRAVIER STREET · SUITE # 1400 · NEW ORLEANS, LA · 70112
Phone
(504) 581-9444
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SEIFER FLATOW, PLLC
SEIFER FLATOW, PLLC 401(K) PROFIT SHARING PLAN
$1.2M · 9 participants
BRIDGE CITY PERSONAL INJURY LAW LLC DBA BRIDGE CITY LAW
BRIDGE CITY PERSONAL INJURY LAW, LLC RETIREMENT PLAN
$1.2M · 11 participants
MONDRY & MONDRY ATTORNEYS AT LAW
MONDRY & MONDRY ATTORNEYS AT LAW PROFIT SHARING PLAN
$1.2M · 4 participants
SHARMINE PERSAUD
LAW OFFICE OF SHARMINE PERSAUD RETIREMENT PLAN
$1.2M · 1 participants
WILLIAM L. SCHMIDT, ATTORNEY AT LAW, P.C.
65
Knocking points off
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
W. L. SCHMIDT PC LAW 401(K) PLAN
$1.2M · 2 participants
YOUNG, WOLLSTEIN, JACKSON & WHITTINGTON, LLC
YOUNG, WOLLSTEIN, JACKSON & WHITTINGTON, LLC 401(K) PLAN
$1.2M · 11 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
